TPA Retirement Plan Counselor

Discover your potential. Build your legacy.

Go the distance with Capital Group

At Capital Group, we go the distance — for our people, our clients, and each other. As a global, privately held firm with more than 95 years of history, we believe meaningful careers, like meaningful investing, are built over the long term. That’s why we invest in our associates with the same conviction we bring to our clients — through career growth, purpose-driven work, whole-person wellness, and rewards that recognize your contributions.

Here, you’ll find the opportunity, global scale and support to unlock your potential and build a career that lasts.

“I can succeed as a TPA Retirement Plan Counselor at Capital Group.”

The TPA Retirement Plan Counselor builds and supports Third-Party Administrator (TPA) relationships in the sales, service, and retention of retirement plans on Capital Group’s recordkeeping platforms. This individual provides education and support on Capital Group’s investment and retirement plan solutions, helping TPAs better serve their clients and advisors.

Territory management is critical to success in this role. Candidates must be self-driven, demonstrate strong leadership capabilities, and serve as a subject matter expert on TPAs for internal and external sales teams, product, marketing, compliance, HOST, and retirement plan services.

“I am the person Capital Group is looking for.”

Relationship Management and Leadership

You demonstrate the ability to manage a large territory.

You demonstrate the ability to influence senior-level clients.

You demonstrate the ability to effectively plan and manage the work of diverse teams.

You demonstrate the ability to influence senior business leaders on strategic business matters.

You demonstrate sound judgment in resolving matters of high complexity.

You demonstrate intellectual curiosity and analytical skills.

You demonstrate the ability to collaborate and develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives.

You demonstrate effectiveness in leading and facilitating discussions with senior business leaders on broad and sometimes controversial topics inside and outside the organization.

Business Acumen and Strategic Execution

You demonstrate the ability to develop processes and assignments for a group or team to ensure work is completed in a timely manner.

You demonstrate the ability to lead and manage projects of significant scope across the organization.

Retirement Industry Expertise

You demonstrate in-depth knowledge of 401(k) plans, ERISA regulations, retirement plan products, and the retirement industry.

You possess knowledge of current and emerging policies, practices, trends, technologies, and information affecting TPAs and retirement plan administration.

Core Requirements

You have 5+ years of experience in third-party administration, retirement plan sales, or a related field.

You have a bachelor’s degree in a relevant field of study.

You hold FINRA Series 7 and Series 63 licenses.

Working Conditions

You are willing and able to travel up to 75% of the time.

Regional Territory: South (AR, FL, GA, IL (central, southern), IN (southern), KS, LA, MO, MS, NC, NE, OK, PR, Southern AL, SC, TX)

What you’ll get

When you go the distance for our clients, we go the distance for you. You’ll grow through mentoring, leadership programs and tuition reimbursement, and do work that matters at a firm managing $3T+ in AUM for millions of investors worldwide. We invest in your whole life too – with comprehensive wellness and mental health support, family-first benefits, competitive pay with performance and profitability bonuses and a company-funded retirement plan.

And as a privately held firm built for the long term, we offer the opportunity and support to build a career that lasts.

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

• Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship

status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Want to learn more? Visit careers.capitalgroup.com .

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